How to Pull Reports Before the WorldPay Portal Shutdown

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What’s Happening with WorldPay Portal?

Were you a WorldPay Portal user?

Many ATM entrepreneurs consistently used WorldPay’s Portal site before the company was acquired by a U.S. fintech group, Fidelity National Information Services (FIS), back in 2019. According to CNBC, The company was sold for around $35 billion, the biggest deal to date in the booming payments industry.

Slight changes started to roll in on the site. And, changes occurred in how ATM Operators were managing their TIDs. However, since then, ATM owners and operators have still had access to reporting on the site. Unfortunately, this is coming to an end.

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The last day to pull data from your WorldPay Portal is February 21, 2020. Once the portal shuts down, you will no longer be able to access any reports or transaction histories. So, grab what you need!

It’s strongly advised that you pull any reports—such as Month End Statements, Merchant Statements, and Settlement Reporting—BEFORE THIS DATE.

Why Should I Pull My ATM Reports?

Is it required? No. But, it’s a good idea to keep historical data. You never know when you might need to refer back to previous transactions for trends, reference, or for future tax or business purposes. It can’t hurt. So, why not?

Remember, after February 21st you’ll no longer have the option, so grab them now. 

How Do I Pull My ATM Reports from WorldPay Portal?

There are many reports that you can pull from the WorldPay Portal before the permanent shutdown. The three main reports you may want to pull are:

  1. Month End Statements – Shows complete transaction data and settlement totals selected for each month
  2. Merchant Statements – Shows complete transaction data and settlement totals for each merchant
  3. Settlement Reporting – Confirm your settlement deposit amounts by selecting a date range by week or month, then view the settlement amounts deposited into the bank account each day.

1. How to Pull My Month End Statements

Terminal Reports > Transaction Reporting > Terminal Statement > Choose Date > Press “OK” > Want to Print? Scroll down to “Printer Friendly Version” > Report shows in PopUp “Printable Terminal Statement” > Hit “Ctrl + P” (* Note: May have to accept pop-ups on your computer from Worldpay.com)

WorldPay Portal Dashboard - Transaction Reporting Dropdown

WorldPay Portal Dashboard - Terminal Statement

  

WorldPay Portal Dashboard - Enter Date for Terminal Statement

WorldPay Portal Dashboard - Month End Statement - Click to Print

2. How to Download My Merchant Statements

Terminal Reports > Transaction Reporting > Merchant Summary by Terminal > Choose Date > Press “OK” > Report shows in PopUp “ReportPDF” (* Note: May have to accept pop-ups on your computer from Worldpay.com)

3. How to Pull My Settlement Reporting

Terminal Reports > Transaction Reporting > Daily Terminal Activity > Choose Date Range (best to select by month; the report cannot be more than 40 days)  > Press “Submit” > Report is submitted to you via email (at your user email address)

WorldPay Portal - Daily Terminal Activity for Settlement Reporting WorldPay Portal - Daily Terminal Activity - Enter Date to Request Settlement Reporting WorldPay Portal - Daily Terminal Activity - Email Confirmation

What’s Next?

At this moment, nothing is actually changing. Why? Because most IADs have already moved over to review their terminals using new portals. Luckily, we’ve all known that the WorldPay Portal would be shutting down soon, we just didn’t know when. 

If you’ve already started to use your new portal account, after pulling your reports, you may return to using your new dashboard. 

If your terminals haven’t been moved from WorldPay to another portal yet, contact us and let us know. We may be able to help you get you access to a brand new portal dashboard.